Do you know if this applies to TIAA-CREF's Rollover IRA Annuities as well? (I have an account with TIAA-CREF to which I rolled and consolidated funds from several other IRAs.) Since there is no institution involved in setting the rules, I would presume not, but what you say about the 401/403 accounts is a real revelation to me. I did read the contract for the IRA Rollover very carefully at the time and saw no mention of that.

Announcements

When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.

Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.